160 S&P 500 Companies Report This Week as AI Spending Scrutiny Hits Big Tech
Updated
Updated · CNBC · Oct 25
160 S&P 500 Companies Report This Week as AI Spending Scrutiny Hits Big Tech
3 articles · Updated · CNBC · Oct 25
Summary
About 160 S&P 500 companies are due to report this week, with Alphabet, Microsoft and Amazon at the center as investors probe how corporate America is funding the AI buildout.
AI spending worries drove last week's sell-off, sending the Nasdaq Composite to its worst session since June even as earnings season has largely held up.
More than 120 S&P 500 companies had reported by Friday, and roughly 83% beat earnings expectations, according to FactSet.
Boeing and Eli Lilly also headline the week outside Big Tech, with Boeing reporting after FAA certification of the long-delayed 737 Max 10 and Lilly facing fresh scrutiny on guidance after blockbuster obesity-drug demand.
With 2026 AI spending topping $200 billion, will unprecedented negative cash flows trigger a market crash or spark a trillion-dollar cloud revolution?
As Caterpillar's power sales surge 72%, are traditional industrial giants secretly becoming the safest way to profit from the AI infrastructure boom?
Can Robinhood's explosive new agentic trading features and prediction markets sustain massive growth, or is another retail trading bubble about to burst?